Our Process


Establishing and defining the client-planner relationship


Gathering data and discovering your goals


Analyzing your current financial status


Implementation, coaching and navigation of your specific plan

It all starts with a conversation. By speaking to you and getting to know you as our client, we are able to better define a working relationship and gain an understanding of how we can help. It is our privilege to learn about what matters to you personally and financially.

Upon a mutually decided partnership, the discovery process begins. We start with data gathering and begin to put the pieces together to develop your plan and provide clarity to your goals. We place value in providing a holistic planning process in which we educate you on each of the pieces of your current plan and recommend areas that may need to be adjusted to better help you meet your goals.

Once we have created your new plan together based on your preferences, we will monitor the plan and proactively work with you to implement and make changes as necessary.

Transparency and communication play an important role at every step. As our client, you will have a direct line of communication with us. We encourage you to utilize our services for advice along the way for any needs that may arise. You will also receive regular contact from us for overall plan and investment reviews. Our objective is to be an active member of your team, helping and coaching you along the way.

Click here to learn about our approach.

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